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Brown Financial Advisors’s IBM IBM Stock Holding History

Brown Financial Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$454K Buy
1,615
+8
+0.5% +$2.02K 0.16% 129
2026
Q1 		$390K Buy
1,607
+154
+11% +$41.7K 0.15% 132
2025
Q4 		$430K Buy
1,453
+68
+5% +$20.4K 0.16% 131
2025
Q3 		$391K Buy
+1,385
New +$363K 0.14% 130

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brown Financial Advisors's IBM Position: Q2 2026 in Review

Brown Financial Advisors increased its IBM (IBM) stake by 0.5% in Q2 2026, buying an estimated $2.02K and bringing the position to 1,615 shares worth $454K. The position accounts for 0.16% of the portfolio, ranked #129.

Brown Financial Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 3,639 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Brown Financial Advisors held 1,615 shares of IBM worth $454K as of Q2 2026.
  • Brown Financial Advisors bought 8 IBM shares in Q2 2026, an estimated $2.02K.
  • IBM made up 0.16% of Brown Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • Brown Financial Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 3,639 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.